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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,904 hedge funds and large institutions have $48.9B invested in iShares Core S&P Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 761 increasing their positions, 759 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
30.47%
Holding in Top 10
329
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.64%
% of All Funds
5.27%
New
107
Increased
761
Reduced
759
Closed
81
Calls
$14.8M
Puts
$8.08M
Net Calls
+$6.73M
Net Calls Change
+$37.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$594M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$209M
3
US Bancorp
US Bancorp
Minnesota
+$143M
4
BBA
BLB&B Advisors
Pennsylvania
+$55M
5
Cerity Partners
Cerity Partners
New York
+$53.7M

Top Sellers

1
CSA
Cottage Street Advisors
Massachusetts
-$1.08B
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$286M
3
CAM
Cresset Asset Management
Illinois
-$265M
4
BlackRock
BlackRock
New York
-$179M
5
HNB
Huntington National Bank
Ohio
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
726
Central Bank & Trust
Kentucky
$3.28M -$170K -3,400 -5%
GFWA
727
Grey Fox Wealth Advisors
Delaware
$3.26M +$205K +4,095 +7%
ST
728
Spinnaker Trust
Maine
$3.24M -$98.8K -1,975 -3%
HL
729
HeadInvest LLC
Maine
$3.23M – – –
NDSI
730
Newman Dignan & Sheerar Inc
Rhode Island
$3.22M +$1.75K +35 +0.1%
SFI
731
SPC Financial Inc
Maryland
$3.19M +$209K +4,185 +7%
NOI
732
Newton One Investments
Delaware
$3.19M -$26.5K -530 -0.8%
WHG
733
Westwood Holdings Group
Texas
$3.18M -$517K -10,330 -14%
CWA
734
Clarus Wealth Advisors
Arizona
$3.16M -$14.9K -305 -0.5%
WJA
735
Willis Johnson & Associates
Texas
$3.15M -$511K -10,210 -14%
AFP
736
Alpha Financial Partners
Kentucky
$3.15M -$300K -5,990 -9%
HIMC
737
Heritage Investors Management Corp
Maryland
$3.13M -$4K -80 -0.1%
SIG
738
Sky Investment Group
Connecticut
$3.13M -$2.98M -61,555 Closed
HIA
739
Harbor Investment Advisory
Maryland
$3.11M +$102K +2,045 +3%
AWS
740
AJ Wealth Strategies
New York
$3.1M +$1.01M +20,100 +48%
USAA
741
United Services Automobile Association
Texas
$3.09M -$816K -16,300 -21%
TH
742
TCTC Holdings
Texas
$3.05M +$1.07M +21,320 +54%
FCB
743
First County Bank
Connecticut
$3.04M -$452K -9,035 -13%
ACM
744
AUA Capital Management
Pennsylvania
$3.03M – – –
MM
745
Main Management
California
$3.02M – – –
Neuberger Berman Group
746
Neuberger Berman Group
New York
$3.01M -$322K -6,445 -10%
BCG
747
Breakwater Capital Group
New Jersey
$3M +$4.75K +95 +0.2%
BAM
748
Belpointe Asset Management
Nevada
$3M +$257K +5,130 +9%
JIP
749
Jaffetilchin Investment Partners
Florida
$2.98M -$117K -2,340 -4%
HSA
750
HBK Sorce Advisory
Pennsylvania
$2.97M -$2.72M -54,320 -48%
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